USXF stock forecast, quote, news & analysis

Key Takeaways

• USXF tracks the MSCI USA Choice ESG Screened Index, offering large- and mid-cap U.S. equity exposure screened for favorable ESG (environmental, social, and governance) ratings and controversial-activity exclusions.
• Information technology is the dominant sector at roughly 54% of assets, with Nvidia (NVDA), Broadcom (AVGO), Micron (MU), and Advanced Micro Devices (AMD) among the largest holdings.
• The fund holds zero energy exposure due to its fossil-fuel screens; its next-largest sector weights are financials, industrials, and consumer discretionary.
• Recent performance has been shaped by a broad AI- and semiconductor-led pullback tied to midterm-election policy uncertainty around data-center buildout and AI infrastructure spending.
• USXF is a passively managed index ETF with a 0.10% expense ratio, roughly 290 holdings, and about $1.4 billion in assets under management (AUM).
• For additional detail on valuation and forward expectations, review the fund's Price Targets and Forecast pages.
• Explore Trending AI Robots to monitor automated trading strategies applied across stocks and ETFs.

iShares ESG Advanced MSCI USA ETF (USXF) Overview

USXF is a passively managed exchange-traded fund (ETF) that seeks to track the MSCI USA Choice ESG Screened Index. The underlying index is a free-float-adjusted, market-capitalization-weighted benchmark of large- and mid-capitalization U.S. companies with favorable ESG ratings, while applying extensive screens that remove exposure to fossil fuels, controversial weapons, tobacco, thermal coal, and oil sands, among other exclusions.

The fund holds approximately 290 securities and carries a net expense ratio of 0.10%, positioning it as a low-cost core equity option with an ESG tilt. Information technology dominates the portfolio at roughly 54% of assets, followed by financials, industrials, consumer discretionary, and health care. Energy is effectively excluded. The largest positions are concentrated in semiconductors and related infrastructure: Nvidia, Broadcom, Micron, and AMD lead the fund, alongside payments and enterprise-technology names such as Mastercard, Visa, Cisco, and Lam Research.

Industry and Thematic Landscape

The fund's performance is inseparable from the market environment facing large-cap growth and semiconductor equities. Through 2026, artificial-intelligence infrastructure spending was a primary engine of U.S. equity leadership, driving outsized gains in chipmakers, memory suppliers, and data-center equipment companies. That concentration left the technology complex vulnerable to a rapid repricing of AI-related expectations.

The November U.S. midterm elections introduced a new source of uncertainty. A shift in congressional control, combined with public resistance to data-center expansion in key states, prompted investors to reassess the pace of the AI buildout. Concerns over capital-expenditure financing, power availability, and potential regulatory scrutiny triggered one of the sharpest single-session selloffs in the semiconductor sector in years. Because USXF's top holdings sit squarely within this ecosystem, the fund absorbed much of that volatility despite its broader diversification across sectors.

Performance and Positioning Snapshot

USXF has declined in recent weeks in step with the semiconductor-led pullback, giving back roughly 7% over the trailing month. The move was concentrated rather than gradual: most of the decline occurred in a compressed window as AI and data-center names sold off sharply, before a partial rebound in the following sessions. The fund's heavy technology weighting — particularly its exposure to Nvidia, Broadcom, Micron, and AMD — amplified the drawdown relative to more balanced U.S. equity benchmarks.

Over the trailing quarter, the fund has also trended lower, reflecting a broader rotation away from high-valuation growth and AI-exposed equities. While financials and industrials provided some offset, the portfolio's technology concentration has been the dominant performance driver. The fund's zero-energy allocation means it has had no direct commodity tailwind during a period when oil-and-gas exposure was excluded by design rather than by underperformance.

AI Screener

Tickeron's AI Screener is an AI-powered stock and ETF discovery platform that helps investors scan thousands of securities using technical indicators, fundamentals, volatility measures, AI-generated signals, market trends, price patterns, and customizable filters. It is designed to help users surface trending securities, breakout candidates, and new trading opportunities more efficiently than manual screening. For investors monitoring ESG-tilted or technology-heavy funds, the screener offers a structured way to compare sector exposure, momentum, and risk characteristics across the equity universe.

2026 Outlook and Key Factors to Monitor

The most important structural factor for USXF remains the path of the AI-infrastructure cycle and the valuations of its largest semiconductor holdings. Investors should watch the pace of data-center construction, state-level regulatory developments, and the ability of cloud providers and AI developers to fund their capital-expenditure plans. Earnings guidance from leading chipmakers and memory suppliers will be a key signal for whether current growth expectations are intact.

Interest rates and inflation trends will continue to shape the multiple investors are willing to pay for growth equities. A softer rate environment could support the fund's technology-heavy profile, while persistent cost pressures or tighter financial conditions could weigh on high-valuation names. Policy developments following the midterm elections — particularly around energy, data-center permitting, and technology regulation — represent both risk and catalyst. Finally, the fund's ESG screens remain a defining structural feature: its exclusion of fossil fuels and other industries will keep its return profile distinct from broad market benchmarks regardless of near-term price action.

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations